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Disclosery

Navigation Wealth Management, Inc.: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navigation Wealth Management, Inc. on IWO, newest first. How the timeline and the estimate are built.

Navigation Wealth Management, Inc. held 964 IWO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 964 shares
    Change vs previous 13F +17 shares

    0.52% of the 13F portfolio, value $379,777.

    13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 947 shares
    Change vs previous 13F +127 shares

    1.07% of the 13F portfolio, value $297,178.

    13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 820 shares
    Change vs previous 13F -7 shares

    0.39% of the 13F portfolio, value $264,868.

    13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 827 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $264,739.

    13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).